Mount Yale Investment Advisors’s Lowe's Companies LOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
8,960
+1,619
| +22% | +$359K | 0.16% | 128 |
|
|
2025
Q1 | $1.71M | Buy |
7,341
+247
| +3% | +$57.6K | 0.15% | 131 |
|
|
2024
Q4 | $1.75M | Buy |
7,094
+2,239
| +46% | +$553K | 0.14% | 132 |
|
|
2024
Q3 | $1.32M | Buy |
4,855
+610
| +14% | +$165K | 0.13% | 165 |
|
|
2024
Q2 | $936K | Sell |
4,245
-397
| -9% | -$87.5K | 0.07% | 220 |
|
|
2024
Q1 | $1.18M | Buy |
4,642
+1,669
| +56% | +$425K | 0.09% | 192 |
|
|
2023
Q4 | $662K | Sell |
2,973
-145
| -5% | -$32.3K | 0.06% | 267 |
|
|
2023
Q3 | $648K | Buy |
3,118
+34
| +1% | +$7.07K | 0.07% | 261 |
|
|
2023
Q2 | $696K | Buy |
3,084
+47
| +2% | +$10.6K | 0.07% | 260 |
|
|
2023
Q1 | $607K | Sell |
3,037
-2,433
| -44% | -$486K | 0.07% | 266 |
|
|
2022
Q4 | $1.09M | Buy |
5,470
+3
| +0.1% | +$598 | 0.12% | 170 |
|
|
2022
Q3 | $1.03M | Buy |
5,467
+1,572
| +40% | +$295K | 0.14% | 160 |
|
|
2022
Q2 | $680K | Buy |
3,895
+155
| +4% | +$27.1K | 0.09% | 237 |
|
|
2022
Q1 | $756K | Sell |
3,740
-189
| -5% | -$38.2K | 0.08% | 239 |
|
|
2021
Q4 | $1.02M | Sell |
3,929
-713
| -15% | -$184K | 0.11% | 198 |
|
|
2021
Q3 | $942K | Buy |
4,642
+3,369
| +265% | +$684K | 0.11% | 201 |
|
|
2021
Q2 | $247K | Sell |
1,273
-22
| -2% | -$4.27K | 0.03% | 366 |
|
|
2021
Q1 | $246K | Sell |
1,295
-1,987
| -61% | -$377K | 0.03% | 359 |
|
|
2020
Q4 | $527K | Sell |
3,282
-1,444
| -31% | -$232K | 0.07% | 248 |
|
|
2020
Q3 | $784K | Sell |
4,726
-229
| -5% | -$38K | 0.11% | 178 |
|
|
2020
Q2 | $669K | Buy |
+4,955
| New | +$669K | 0.12% | 179 |
|
|
2019
Q1 | – | Sell |
-6,963
| Closed | -$675K | – | 309 |
|
|
2018
Q4 | $675K | Sell |
6,963
-100
| -1% | -$9.69K | 0.14% | 140 |
|
|
2018
Q3 | $711K | Sell |
7,063
-1,129
| -14% | -$114K | 0.12% | 136 |
|
|
2018
Q2 | $783K | Buy |
8,192
+991
| +14% | +$94.7K | 0.15% | 128 |
|
|
2018
Q1 | $632K | Buy |
+7,201
| New | +$632K | 0.14% | 141 |
|